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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,559 | $176,120-75.3% | $159,487-72.7% | $167,553-74.0% |
| Participation rate | 88.2% | 85.0%+3.3pp | 82.8%+5.4pp | 82.1%+6.1pp |
| Annual return | 24.29% | 331.95%-307.7pp | 263.71%-239.4pp | 478.89%-454.6pp |
| Employer contribution / active EE | $3,298 | $5,299-37.8% | $4,831-31.7% | $4,840-31.9% |
| Participant deferral / active EE | $4,888 | $7,752-36.9% | $7,354-33.5% | $6,343-22.9% |
| Admin fee / account holder | $279 | $12,561-97.8% | $10,804-97.4% | $12,316-97.7% |